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American Express

1,988 hedge funds and large institutions have $105B invested in American Express in 2021 Q4 according to their latest regulatory filings, with 254 funds opening new positions, 683 increasing their positions, 685 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,988
Holders Change
+125
Holders Change %
+6.71%
% of All Funds
30.7%
Holding in Top 10
31
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-40.38%
% of All Funds
0.48%
New
254
Increased
683
Reduced
685
Closed
100
Calls
$1.07B
Puts
$2.09B
Net Calls
-$1.02B
Net Calls Change
-$494M
Name Holding Trade Value Shares
Change
Shares
Change %
TPWM
1201
Twelve Points Wealth Management
Massachusetts
$683K +$683K +4,173 New
WCM
1202
Weik Capital Management
Pennsylvania
$680K +$19.6K +120 +3%
KFS
1203
Kurt F. Somerville
$679K
PIM
1204
Perpetual Investment Management
Australia
$679K
FPCG
1205
Fort Pitt Capital Group
Pennsylvania
$679K +$49K +300 +8%
NFG
1206
Next Financial Group
Texas
$676K -$108K -659 -14%
HBT
1207
Hills Bank & Trust
Iowa
$676K
HC
1208
Hamilton Capital
Ohio
$675K +$373K +2,278 +123%
BDFN
1209
Bond & Devick Financial Network
Minnesota
$674K
PTP
1210
Platform Technology Partners
New York
$667K -$17.2K -105 -3%
CA
1211
Centerpoint Advisors
Massachusetts
$667K
SF
1212
Symphony Financial
Texas
$664K +$127K +753 +24%
LP
1213
LGL Partners
Pennsylvania
$662K +$327 +2 +0%
SVWAG
1214
Sound View Wealth Advisors Group
Georgia
$662K +$21.3K +130 +3%
CANC
1215
Culbertson A N & Co
Virginia
$661K -$32.7K -200 -5%
OC
1216
Oakworth Capital
Alabama
$657K -$19.7K -120 -3%
ED
1217
Exane Derivatives
France
$651K +$982 +6 +0.2%
AMC
1218
Asset Management Corp
Illinois
$649K -$44.3K -271 -6%
EAM
1219
Evanson Asset Management
California
$647K -$162K -988 -20%
NP
1220
NorthRock Partners
Minnesota
$644K -$22.9K -140 -3%
PGH
1221
Partners Group Holding
Switzerland
$644K
FMII
1222
Farmers & Merchants Investments Inc
Nebraska
$641K +$559K +3,418 +682%
B
1223
Barings
North Carolina
$639K +$114K +695 +22%
SC
1224
Saybrook Capital
North Carolina
$638K
MIM
1225
MTM Investment Management
South Carolina
$637K